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Joe Stover, CPA/PFS

6 Misty Morning Ct.
Durham, NC 27712-3139

Phone:

(919)364-2030

E-mail:

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Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

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Our Corporate Mission

Reliance Financial Group, Inc. is a company that is committed to:
- Making positive contributions to the individuals we serve. Our company looks for long term relationships where we assist those individuals in the pursuit of opportunities that can result in financial security.
- Helping protect our clients from unforeseen contingencies. We assist individuals in achieving financial independence, and preserving wealth for future generations through proper planning.
- Understanding the needs of our clients. We then match those needs with appropriate tax saving and financial strategies while providing the necessary education. We will also work with our clients' advisors as needed. We strive to put our clients in situations where they are able to make proactive decisions rather than decisions by default.

Shows how qualified longevity annuity contracts create lifetime income.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Compares control, maturity, and performance differences between individual bonds and bond funds.

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Explains benefits of employee-stock ownership plans for succession planning.

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How much will it cost to pay off a loan over its lifetime?

How much Disability Income Insurance do you need?

This calculator is designed to help you attach a dollar figure to your life’s work.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck